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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,803 | $160,059-72.6% | $140,019-68.7% | $135,380-67.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.25% | 911.48%-916.7pp | 651.17%-656.4pp | 519.81%-525.1pp |
| Employer contribution / active EE | $6,699 | $6,420+4.4% | $5,605+19.5% | $4,779+40.2% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,929 | $13,328+34.5% | $10,705+67.5% | $10,828+65.6% |